ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.2M
3
+$7.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.75M

Top Sells

1
+$17.6M
2
+$2.8M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.65M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.54M

Sector Composition

1 Energy 11.2%
2 Industrials 2.79%
3 Financials 2.72%
4 Consumer Staples 2.71%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
1,000
-244
477
$10K ﹤0.01%
104
478
$10K ﹤0.01%
194
+68
479
$10K ﹤0.01%
251
480
$10K ﹤0.01%
92
481
$10K ﹤0.01%
187
482
$10K ﹤0.01%
165
+54
483
$10K ﹤0.01%
634
484
$10K ﹤0.01%
182
485
$10K ﹤0.01%
137
+71
486
$10K ﹤0.01%
322
+88
487
$10K ﹤0.01%
141
+122
488
$10K ﹤0.01%
76
+62
489
$10K ﹤0.01%
241
+100
490
$10K ﹤0.01%
361
-391
491
$10K ﹤0.01%
14,760
+3,240
492
$10K ﹤0.01%
1,325
+114
493
$10K ﹤0.01%
150
494
$10K ﹤0.01%
975
495
$10K ﹤0.01%
74
-1,129
496
$9K ﹤0.01%
111
497
$9K ﹤0.01%
+3,400
498
$9K ﹤0.01%
110
+11
499
$9K ﹤0.01%
145
-241
500
$9K ﹤0.01%
48
18 19
20
21 22